Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $5.27 Trillion
  • Q1 2025

Neos Investment Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.27 Trillion distributed in 1069 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $351B, Microsoft Corp with a value of $294B, Nvidia Corp with a value of $280B, Amazon Com Inc with a value of $197B, and Vanguard Russell 2000 ETF with a value of $159B.

Examining the 13F form we can see an increase of $1.03T in the current position value, from $4.25T to 5.27T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.27 Trillion
Technology: $1.62 Trillion
Healthcare: $537 Billion
Communication Services: $516 Billion
Consumer Cyclical: $502 Billion
Financial Services: $458 Billion
Industrials: $449 Billion
ETFs: $347 Billion
Consumer Defensive: $278 Billion
Other: $415 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$355B
$19.2 Billion 0.36% of portfolio
460,743
Q1 2025 Added 23.95%
$117B
$18.3 Billion 0.35% of portfolio
90,623
Q1 2025 Added 36.62%
$198B
$18.4 Billion 0.35% of portfolio
204,525
Q1 2025 Added 40.72%
$301B
$18.7 Billion 0.35% of portfolio
260,656
Q1 2025 Added 23.82%
$132B
$18.1 Billion 0.34% of portfolio
66,677
Q1 2025 Added 44.48%
$60.5B
$18 Billion 0.34% of portfolio
105,234
Q1 2025 Added 37.22%
$232B
$17.3 Billion 0.33% of portfolio
130,658
Q1 2025 Added 25.63%
$23.8B
$17.4 Billion 0.33% of portfolio
223,951
Q1 2025 Added 43.6%
$85.4B
$17.3 Billion 0.33% of portfolio
761,633
Q1 2025 Added 36.6%
$258B
$17.4 Billion 0.33% of portfolio
87,004
Q1 2025 Added 34.87%
$210B
$17 Billion 0.32% of portfolio
3,680
Q1 2025 Added 35.24%
$131B
$16.5 Billion 0.31% of portfolio
189,736
Q1 2025 Added 35.18%
$153B
$16.5 Billion 0.31% of portfolio
33,090
Q1 2025 Added 38.49%
$284B
$16.2 Billion 0.31% of portfolio
102,359
Q1 2025 Added 9.49%
$189B
$16.5 Billion 0.31% of portfolio
50,101
Q1 2025 Added 30.22%
$90.9B
$16.3 Billion 0.31% of portfolio
240,840
Q1 2025 Added 36.27%
$215B
$16.3 Billion 0.31% of portfolio
52,044
Q1 2025 Added 23.86%
$275B
$16.2 Billion 0.31% of portfolio
226,001
Q1 2025 Added 24.09%
Lam Research Corp
-
$15.2 Billion 0.29% of portfolio
-
Q1 2025 Added 39.55%
$141B
$14.6 Billion 0.28% of portfolio
206,036
Q1 2025 Added 58.2%
$127B
$14.7 Billion 0.28% of portfolio
21,586
Q1 2025 Added 38.7%
$561B
$14.7 Billion 0.28% of portfolio
105,156
Q1 2025 Added 23.58%
$254B
$14.8 Billion 0.28% of portfolio
59,369
Q1 2025 Added 23.46%
$197B
$14.2 Billion 0.27% of portfolio
45,477
Q1 2025 Added 23.89%
$100B
$13.9 Billion 0.26% of portfolio
228,404
Q1 2025 Added 83.93%
$83.8B
$13.2 Billion 0.25% of portfolio
21,683
Q1 2025 Added 50.55%
$22.5B
$13.4 Billion 0.25% of portfolio
65,348
Q1 2025 Added 36.42%
$52.2B
$13 Billion 0.25% of portfolio
119,117
Q1 2025 Added 67.84%
$54.5B
$13.2 Billion 0.25% of portfolio
20,886
Q1 2025 Added 18.33%
$197B
$13.4 Billion 0.25% of portfolio
473,998
Q1 2025 Added 7.17%
$176B
$12.6 Billion 0.24% of portfolio
276,808
Q1 2025 Added 6.48%
$37B
$12.7 Billion 0.24% of portfolio
48,967
Q1 2025 Added 30.58%
$106B
$12.5 Billion 0.24% of portfolio
35,536
Q1 2025 Added 34.9%
$146B
$12.8 Billion 0.24% of portfolio
126,886
Q1 2025 Added 16.67%
$163B
$12.6 Billion 0.24% of portfolio
24,717
Q1 2025 Added 35.78%
$81.1B
$12.4 Billion 0.23% of portfolio
128,566
Q1 2025 Added 43.26%
$81.7B
$12.3 Billion 0.23% of portfolio
188,925
Q1 2025 Added 35.46%
$156B
$12.3 Billion 0.23% of portfolio
43,481
Q1 2025 Added 20.84%
$218B
$11.7 Billion 0.22% of portfolio
88,550
Q1 2025 Added 22.53%
$82B
$11.8 Billion 0.22% of portfolio
46,593
Q1 2025 Added 36.08%
$215B
$11.7 Billion 0.22% of portfolio
118,357
Q1 2025 Added 23.56%
$115B
$11.2 Billion 0.21% of portfolio
124,451
Q1 2025 Added 20.27%
$168B
$11.2 Billion 0.21% of portfolio
153,673
Q1 2025 Added 23.45%
$11.4B
$11 Billion 0.21% of portfolio
194,780
Q1 2025 Added 47.69%
$135B
$11 Billion 0.21% of portfolio
433,930
Q1 2025 Added 23.97%
$213B
$10.9 Billion 0.21% of portfolio
20,043
Q1 2025 Added 22.79%
$8.87B
$10.9 Billion 0.21% of portfolio
48,329
Q1 2025 Added 42.44%
$122B
$10.5 Billion 0.2% of portfolio
100,005
Q1 2025 Added 23.1%
$99.9B
$10.6 Billion 0.2% of portfolio
52,405
Q1 2025 Added 37.39%

Summary

  • Portfolio
  • No. of Stocks 1,069
  • Current Value $5.27 Trillion
  • Prior Value $4.25 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 509 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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